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Lee Wealth Management Limited

08327421

active
Private Limited Company
Companies House
Health Score
90 / 100

Healthy

30/30
Filing
20/30
Financial
40/40
Risk

No risk factors detected.

Details

3A BLAKELEY DELL, WIRRAL, CH63 0NJ
Incorporated 11/12/2012

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Stephen Trevor Lee

director · Since 16/06/2015

FINANCIAL DIRECTOR

BRITISH · ENGLAND · Age 54

Maria Elizabeth Lee

director · Since 29/06/2016

FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 52

Persons with Significant Control

Mrs Maria Elizabeth Lee

25–50% shares
25–50% votes

British · United Kingdom · Age 52

3a, Blakeley Dell, Wirral, CH63 0NJ

Notified 21/06/2021

Mr Stephen Trevor Lee

25–50% shares
25–50% votes

British · United Kingdom · Age 54

3a, Blakeley Dell, Wirral, CH63 0NJ

Notified 21/06/2021

Former PSCs

Mr John Michael Lee

Ceased 21/06/2021

CompanyRankvs 5892+ SIC 64999 peers
68

Financial strength68th percentile among SIC peers · 17/25
Employees16th percentile among SIC peers · 2/15
LiquidityCurrent ratio 14.66× · 20/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength17/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees2/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity14/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/12/2025

Net Worth

£33k

Balance sheet strength

Cash

Cash in the bank

Net Current Assets

£33k

Working capital

Current Assets

£35k

Current Liabilities

£2k

0avg. employees

Balance Sheet

Assets less current liabilities£33k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
202514.66+£0
202414.66-£114
202314.71+£86
202213.94+£322
202113.35

Derived from filed accounts. Not audited figures.